Filed January 8, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,590 | $58,258+143.0% | $81,820+73.1% | $80,925+75.0% |
| Participation rate | 93.9% | 63.5%+30.4pp | 72.4%+21.5pp | 67.7%+26.2pp |
| Annual return | 11.71% | 41.76%-30.1pp | 777.93%-766.2pp | 35.65%-23.9pp |
| Employer contribution / active EE | $4,955 | $2,345+111.3% | $2,915+70.0% | $2,756+79.8% |
| Participant deferral / active EE | $8,180 | $3,284+149.1% | $4,323+89.2% | $4,299+90.3% |
| Admin fee / account holder | $17,884 | $4,976+259.4% | $7,391+142.0% | $6,940+157.7% |